Ken Fisher’s Altria Group MO Stock Holding History

Ken Fisher’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.28M	Buy	125,545 +5,023	+4%	+$323K	﹤0.01%	411
2025 Q4	$6.95M	Buy	120,522 +10,245	+9%	+$619K	﹤0.01%	429
2025 Q3	$7.28M	Buy	110,277 +12,888	+13%	+$817K	﹤0.01%	434
2025 Q2	$5.71M	Buy	97,389 +23,331	+32%	+$1.37M	﹤0.01%	463
2025 Q1	$4.45M	Buy	74,058 +2,183	+3%	+$119K	﹤0.01%	499
2024 Q4	$3.76M	Buy	71,875 +9,520	+15%	+$507K	﹤0.01%	523
2024 Q3	$3.18M	Buy	62,355 +12,444	+25%	+$629K	﹤0.01%	532
2024 Q2	$2.27M	Buy	49,911 +11,252	+29%	+$499K	﹤0.01%	567
2024 Q1	$1.69M	Sell	38,659 -5,261	-12%	-$218K	﹤0.01%	618
2023 Q4	$1.77M	Sell	43,920 -2,080	-5%	-$86K	﹤0.01%	611
2023 Q3	$1.93M	Sell	46,000 -3,340	-7%	-$148K	﹤0.01%	636
2023 Q2	$2.24M	Buy	49,340 +11,716	+31%	+$531K	﹤0.01%	638
2023 Q1	$1.68M	Sell	37,624 -6,635	-15%	-$305K	﹤0.01%	681
2022 Q4	$2.02M	Sell	44,259 -813	-2%	-$36.8K	﹤0.01%	647
2022 Q3	$1.82M	Sell	45,072 -1,616	-3%	-$70.5K	﹤0.01%	586
2022 Q2	$1.95M	Buy	46,688 +3,673	+9%	+$190K	﹤0.01%	537
2022 Q1	$2.25M	Sell	43,015 -3,404	-7%	-$173K	﹤0.01%	536
2021 Q4	$2.2M	Buy	46,419 +6,126	+15%	+$281K	﹤0.01%	546
2021 Q3	$1.83M	Buy	40,293 +2,125	+6%	+$103K	﹤0.01%	547
2021 Q2	$1.82M	Sell	38,168 -289	-0.8%	-$14.2K	﹤0.01%	544
2021 Q1	$1.97M	Sell	38,457 -7,018	-15%	-$314K	﹤0.01%	539
2020 Q4	$1.86M	Sell	45,475 -871	-2%	-$35K	﹤0.01%	525
2020 Q3	$1.79M	Buy	46,346 +1,431	+3%	+$59.6K	﹤0.01%	500
2020 Q2	$1.76M	Sell	44,915 -15,458	-26%	-$603K	﹤0.01%	501
2020 Q1	$2.33M	Buy	60,373 +11,370	+23%	+$505K	﹤0.01%	423
2019 Q4	$2.45M	Sell	49,003 -188	-0.4%	-$8.87K	﹤0.01%	465
2019 Q3	$2.01M	Buy	49,191 +303	+0.6%	+$13.9K	﹤0.01%	536
2019 Q2	$2.31M	Sell	48,888 -166,058	-77%	-$8.7M	﹤0.01%	521
2019 Q1	$12.3M	Sell	214,946 -22,565	-10%	-$1.15M	0.01%	330
2018 Q4	$11.7M	Sell	237,511 -11,003	-4%	-$638K	0.02%	323
2018 Q3	$15M	Buy	248,514 +1,947	+0.8%	+$116K	0.02%	308
2018 Q2	$14M	Buy	246,567 +6,751	+3%	+$389K	0.02%	323
2018 Q1	$14.9M	Buy	239,816 +29,056	+14%	+$1.92M	0.02%	305
2017 Q4	$15.1M	Buy	210,760 +134,215	+175%	+$8.99M	0.02%	307
2017 Q3	$4.85M	Buy	76,545 +3,773	+5%	+$252K	0.01%	402
2017 Q2	$5.42M	Buy	72,772 +1,962	+3%	+$144K	0.01%	376
2017 Q1	$5.06M	Buy	70,810 +346	+0.5%	+$25K	0.01%	353
2016 Q4	$4.76M	Sell	70,464 -5,698	-7%	-$367K	0.01%	356
2016 Q3	$4.82M	Sell	76,162 -3,202	-4%	-$213K	0.01%	358
2016 Q2	$5.54M	Sell	79,364 -1,121	-1%	-$71.8K	0.01%	344
2016 Q1	$4.96M	Buy	80,485 +13,978	+21%	+$845K	0.01%	352
2015 Q4	$3.87M	Buy	66,507 +14,975	+29%	+$868K	0.01%	376
2015 Q3	$2.8M	Buy	51,532 +701	+1%	+$37.6K	0.01%	404
2015 Q2	$2.49M	Sell	50,831 -1,231	-2%	-$62.4K	﹤0.01%	370
2015 Q1	$2.6M	Sell	52,062 -5,902	-10%	-$313K	0.01%	370
2014 Q4	$2.86M	Buy	57,964 +1,945	+3%	+$94.8K	0.01%	364
2014 Q3	$2.57M	Buy	56,019 +286	+0.5%	+$12.3K	0.01%	355
2014 Q2	$2.34M	Buy	55,733 +12,287	+28%	+$494K	﹤0.01%	356
2014 Q1	$1.63M	Sell	43,446 -1,354	-3%	-$49.2K	﹤0.01%	361
2013 Q4	$1.72M	Sell	44,800 -4,393	-9%	-$162K	﹤0.01%	355
2013 Q3	$1.69M	Sell	49,193 -1,025,634	-95%	-$36.1M	﹤0.01%	352
2013 Q2	$37.6M	Buy	+1,074,827	New	+$38.6M	0.1%	160

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ken Fisher's MO Position: Q1 2026 in Review

Ken Fisher increased its Altria Group (MO) stake by 4.2% in Q1 2026, buying an estimated $323K and bringing the position to 125,545 shares worth $8.28M. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Ken Fisher first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.6M in Q2 2013. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Ken Fisher held 125,545 shares of Altria Group worth $8.28M as of Q1 2026.
Ken Fisher bought 5,023 Altria Group shares in Q1 2026, an estimated $323K.
Altria Group made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #411 holding.
Ken Fisher first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
Ken Fisher's Altria Group position peaked at $37.6M in Q2 2013.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.